Donnelly Financial Planning, Author at Donnelly

Older woman reviewing a pension statement at a kitchen table with a laptop and financial documents.

Do You Have an Old Workplace Pension?

Is Your Workplace Pension from a Previous Employer Still Working for You? Changing jobs is a normal part of working life. Most of us will

July 23, 2026 No Comments

Stephen Donnelly Featured in Irish Broker Magazine

Featured in Irish Broker Magazine July 2026 Irish Brokers Magazine July 2026 (Page 50) At Donnelly Financial Planning, we believe that great financial advice isn’t

July 16, 2026 No Comments

Family discussing Section 72 life insurance and inheritance tax planning in Ireland

What is Section 72 Life Cover?

If you’ve worked hard all your life to build up your home, savings, investments or even a family business, you’ll probably want to pass as

July 8, 2026 No Comments

Family discussing savings plan and small gift exemption for inheritance tax planning in Ireland at a table with financial documents and calculator.

Savings Plans & Small Gift Exemption for Inheritance Tax

Many Irish families want to help their children and grandchildren achieve important financial milestones, whether that’s buying a first home, paying for further education, purchasing

June 12, 2026 No Comments

Financial advisor meeting with a client discussing financial planning and well-being

Financial Advice Matters: 5 Ways to Improve Financial Well-Being

Financial well-being affects far more than your bank balance, it influences your peace of mind, confidence, and ability to plan for the future. When your

May 15, 2026 No Comments

income protection insurance and financial security.

Income Protection: How to Protect Your Income

Your income is one of your most important financial assets. If illness or injury stops you from working, income protection can help replace part of

April 15, 2026 No Comments

Cohabiting couple in Ireland reviewing life assurance documents

Life Assurance for Cohabiting Couples in Ireland

Protecting Your Partner, Your Home and Your Future Life assurance for cohabiting couples works differently than for married couples. If you’re not married or in

April 1, 2026 No Comments

Women discussing pension and retirement planning and financial advice in Ireland

Women and Pension Planning in Ireland

New research highlights the pension gap affecting many women approaching retirement in Ireland. Understanding how pensions work and reviewing your retirement planning can help build

March 11, 2026 No Comments